Filed December 14, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $11,615 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $11,614 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,102 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,150 | $72,254-15.4% | $86,677-29.5% | $64,808-5.6% |
| Participation rate | 79.0% | 80.4%-1.4pp | 76.6%+2.4pp | 71.5%+7.5pp |
| Annual return | -14.13% | 392.42%-406.6pp | 35.91%-50.0pp | 32.82%-46.9pp |
| Employer contribution / active EE | $1,043 | $2,393-56.4% | $2,836-63.2% | $2,506-58.4% |
| Participant deferral / active EE | $3,063 | $4,658-34.2% | $4,656-34.2% | $4,310-28.9% |
| Admin fee / account holder | $100 | $174-42.2% | $7,493-98.7% | $188-46.5% |